FULCRUM EQUITY PARTNERS, INC.

FULCRUM EQUITY PARTNERS, INC. of ATLANTA, GA is an SEC-registered investment adviser (CRD 163489). Regulatory assets under management: $1.2B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (14)

NameRoleLocation
James DouglassVPATLANTA, GA
Thomas L GreerVPATLANTA, GA
Frank X DaltonVPAtlanta, GA
Jeffrey S MuirPRESIDENTATLANTA, GA
Chad Thomas HookerPRINCIPAL—
Philip Austin LewisVP—
DOUGLASS MICHAEL JAMESPARTNER; VP—
LEWIS DEAN AUSTINPRINCIPAL; VP—
Greer Michele LPARTNER; VP—
DALTON FRANK XPARTNER; VP—
MUIR JEFFREY SPRESIDENT—
MCCULLOUGH AMY MCFO—
HOOKER CHAD THOMASPRINCIPAL; VP—
Amy E GeigerCHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER—

Private funds (8)

FundTypeFormedOwnersGross asset valueMin investment
FULCRUM GROWTH FUND V QP, LLCVenture Capital FundGeorgia339$435.9M$100K
FULCRUM GROWTH FUND IV QP LLCVenture Capital FundDelaware289$349.8M$100K
FULCRUM GROWTH FUND III QP, LLCVenture Capital FundDelaware222$241.3M$63K
FULCRUM GROWTH FUND II QP, LLCVenture Capital FundDelaware144$33.6M$50K
FULCRUM GROWTH FUND IV LLCVenture Capital FundDelaware72$32.3M$25K
FULCRUM GROWTH FUND III, LLCVenture Capital FundDelaware87$30.6M$50K
FULCRUM GROWTH FUND V, LLCVenture Capital FundGeorgia50$26.0M$100K
FULCRUM GROWTH FUND II, LLCVenture Capital FundDelaware91$9.8M$50K

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